Southland Investments

Southland Investments (CRD# 134478) is a financial advisory firm headquartered in Huntington Beach, CA. They manage $38,700,000 in 179 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $216,201
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Southland Investments
Showing 1 - 1 of 1 top financial advisors.
1
Ulli G. Niemann
CRD#: 2306009
16168 Beach Blvd. #201, Huntington Beach, CA 92647
87
Wealthminder
score

Ulli Niemann (CRD# 2306009) is an Investment Advisor Representative working at Southland Investments in Huntington Beach, CA and has 1 year of experience in the finance industry.

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